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quickbooks_controller_snapshot

Generate a QuickBooks controller snapshot including company information, preferences, and essential financial reports by specifying date ranges or as-of date.

Instructions

Build a QuickBooks controller snapshot with company info, preferences, and core financial reports.

Args: reports: Reports to include; defaults to core controller reports. start_date: Report start date (YYYY-MM-DD). end_date: Report end date (YYYY-MM-DD). as_of_date: Report as-of date (YYYY-MM-DD).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
reportsNo
start_dateNo
end_dateNo
as_of_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full responsibility for behavioral disclosure. It does not mention whether the tool is read-only, destructive, or requires specific permissions. Given the lack of annotations, more transparency is needed.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is compact and front-loaded with the purpose, followed by parameter descriptions. Every sentence is necessary and clear. No redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description explains the core purpose and parameter semantics but omits details about output (despite having an output schema) and behavioral characteristics. With no annotations, more context is advisable for a tool with this complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, but the description provides brief parameter explanations (reports defaults, date format). This adds some meaning beyond the schema, but lacks detail on constraints or allowed values.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool builds a 'QuickBooks controller snapshot' with 'company info, preferences, and core financial reports.' This is a specific verb+resource combination that distinguishes it from other QuickBooks tools like individual reports or entity operations.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description includes parameter descriptions but does not explain when to use this tool versus alternatives (e.g., individual QuickBooks reports). No explicit when-to-use or when-not-to-use guidance is provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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